Job Overview
Compensation
Type:
Hourly
Rate:
Range $18.00 - $19.00
Benefits
Health Insurance
Paid Time Off
Retirement benefits
Professional development opportunities
Mentorship programs
Employee Assistance Programs
competitive salary
Job Description
Our company proudly serves over nine million clients, establishing itself as a trusted leader in the financial services industry. We believe in the power of different viewpoints and diverse professional backgrounds, crediting much of our success to the unique experiences of our team members. As a forward-thinking organization, we are committed to providing top-tier support to our clients, ensuring their long-term financial goals are met with personalized and attentive service. Our client-centric approach fosters strong relationships and empowers our financial advisors and administrative teams to collaborate effectively.
The Branch Office Administrator (BOA) role offers an exciting opportunity to join... Show More
The Branch Office Administrator (BOA) role offers an exciting opportunity to join... Show More
Job Requirements
- High school diploma or equivalent
- Experience in administrative roles preferred
- Excellent written and verbal communication skills
- Strong organizational and multitasking abilities
- Proficiency in Microsoft Office and database management
- Ability to maintain confidentiality and handle sensitive information
- Commitment to providing excellent client service
Job Qualifications
- High school diploma or equivalent
- Previous administrative experience preferred
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficiency with office software and financial systems
- Detail-oriented with excellent organizational skills
- Willingness to learn and adapt in a dynamic environment
Job Duties
- Provide comprehensive administrative support to financial advisors
- Facilitate smooth client account management and communication
- Deliver exceptional personalized service to clients
- Assist in annual business planning and strategy development
- Identify client needs for additional services through active listening
- Organize and execute marketing activities and events
- Collaborate with team members across branch, region, and home office
Job Qualifications
Experience
Entry Level (1-2 years)
Job Location
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